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1. Investment Management: Required when the advisor provides specific investment management services or recommendations

2. International Services: Needed when providing cross-border advisory services

3. Custody of Funds: Required when the advisor handles or has access to client funds

4. Risk Disclosures: Detailed risk warnings for specific investment products or strategies

5. Performance Reporting: Specific terms for performance measurement and reporting if applicable

6. Third-Party Services: Terms governing the use of external service providers or referrals

7. Digital Services: Required when providing online or digital advisory services

8. Insurance Coverage: Details of professional indemnity insurance when required by specific circumstances

1. Schedule A - Fee Schedule: Detailed breakdown of all fees, charges, and commission structures

2. Schedule B - Services Description: Comprehensive list and description of all services offered

3. Schedule C - Compliance Requirements: Specific regulatory requirements and compliance procedures

4. Schedule D - Required Documentation: List of documents required from the client

5. Appendix 1 - Risk Disclosure Statement: Detailed risk warnings and disclaimers as required by OJK regulations

6. Appendix 2 - Client Investment Profile: Template for recording client's investment objectives and risk tolerance

7. Appendix 3 - Reporting Templates: Standard formats for regular reporting and communications

8. Appendix 4 - Contact Information: Details of key personnel and emergency contacts